Estate Planning

February 11, 2020

The SECURE Act: A Few Things You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
November 6, 2019

Where Are Your Documents?

During my childhood, family vacations were a time when we loaded up the station wagon […]
August 27, 2019

Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions

On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]
June 28, 2019

What is the Best Way to Help My Grandchild Pay for College?

With college tuition as high as it is today, many of our clients are wondering […]
February 28, 2019

Estate Planning Isn’t Just for the Super-Wealthy

Commonly we find that individuals believe that estate planning is only for the super-wealthy—that they […]
January 5, 2018

New Law Doubles the Estate Tax Exclusion Amount but Only Through 2025

Updated April 2018: March 2018, the IRS published the final lifetime exemption and Generation Skipping Transfer […]
October 15, 2017

Estate Planning 101

I recently came across upon a beneficiary designation form for an old life insurance policy […]
June 15, 2017

Estate Planning Update: Portability Filing Relief

The modern federal estate tax, sometimes called the “death tax,” was enacted in 1916. Since […]
September 13, 2016

One Last Gift: A Planning Guide for Survivors

For two and a half years I cared for my father after he moved to […]